+171.3%
ONTO vs AMP
+14.8%
+156.5%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.7% | +5.6% | +5.0% |
| 7D | +9.7% | +2.6% | +7.1% | +9.1% |
| 30D | -8.8% | +0.8% | -9.7% | -9.0% |
| 3M | +4.5% | +24.3% | -19.8% | -2.8% |
| 6M | +56.4% | +20.6% | +35.9% | +47.0% |
| YTD | +78.1% | +14.6% | +63.4% | +66.3% |
| 1Y | +171.3% | +14.5% | +156.7% | +150.2% |
| All | +171.3% | +14.8% | +156.5% | +150.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AMP.
Daily Out/Under-Performance
Portfolio return minus AMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMP return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded AMP wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling